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| Provider | Service type | Compensation |
|---|---|---|
COZAD ASSET MANAGEMENT1+ years Service code 28 · EIN 37-0958133 2501 GALEN DRIVE · CHAMPAIGN, IL 61821 | Investment Management | $16,925 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $51,244-26.4% | $80,977-53.4% | $55,167-31.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | -39.29% | 17.39%-56.7pp | 17.11%-56.4pp | 169.23%-208.5pp |
| Employer contribution / active EE | $4,437 | $1,770+150.6% | $3,715+19.4% | $1,963+126.1% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $84 | $398-79.0% | $5,517-98.5% | $504-83.4% |